Carrollton Bank Advisor - SFTP
FI ID: 109706
Onboarding Instructions
Step 1: The advisory firm/office should contact the Carrollton Bank relationship manager and request to get set up on the Morningstar ByAllAccounts direct feed.
Step 2: Carrollton will link the data to the feed on a firm level under a Firm ID.
Step 3: Submit the Feed Setup Form in AccountView.
Product screenshot
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Carrollton Bank Advisor - SFTP [ByAllAccounts SalesForce Case Number] |
| ByAllAccounts Password Email Sender | [email protected] |
| ByAllAccounts SalesForce Case Number | This is the reference number you will have received to track your request after completing step 3. |
Step 5: Enter feed credentials in AccountView and aggregate accounts.
Feed credential details
- Username: Firm ID
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one Firm ID, you need to create multiple credentials. These will share the same password unless noted otherwise.
For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds
Updated 2 days ago